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Intake Specialist

Location

United States

Posted

79 days ago

Salary

0

Seniority

Mid Level

Job Description

Intake Specialist

HireHawk

Role Description We’re looking for a detail-oriented and empathetic Intake Specialist to be the first point of contact for prospective clients. In this role, you’ll handle inbound inquiries, gather key information, and ensure a smooth and professional intake process. You'll play a critical role in shaping the client’s first impression of our company. - Handle inbound calls, emails, and/or chat from prospective clients - Conduct initial intake interviews and gather relevant information - Accurately document client details in CRM or internal systems - Assess inquiries and route cases to the appropriate team - Follow up with leads to ensure completion of intake process - Maintain a high level of professionalism and empathy in all interactions - Meet response time and conversion KPIs Qualifications - Minimum of 2 years of professional experience as an Intake Specialist - Fluent verbal and written communication skills in both English and Spanish - Working knowledge of personal injury legal terminology and standard intake procedures - Proficiency with CRM or legal case management software - Strong organizational skills with high attention to detail in documentation and client information management - Ability to manage multiple client inquiries simultaneously in a high-volume, fast-paced environment - Reliable high-speed internet and availability to work consistently during US Time Zones - High school diploma or equivalent required - Strong commitment to confidentiality and adherence to legal and ethical professional standards - Demonstrated empathy and professionalism when supporting potential personal injury clients during initial intake conversations Benefits - Access to a $200K+ perk marketplace with discounts on 150+ global services - Option to withdraw up to 50% of approved earnings before payday

Job Requirements

  • Minimum of 2 years of professional experience as an Intake Specialist
  • Fluent verbal and written communication skills in both English and Spanish
  • Working knowledge of personal injury legal terminology and standard intake procedures
  • Proficiency with CRM or legal case management software
  • Strong organizational skills with high attention to detail in documentation and client information management
  • Ability to manage multiple client inquiries simultaneously in a high-volume, fast-paced environment
  • Reliable high-speed internet and availability to work consistently during US Time Zones
  • High school diploma or equivalent required
  • Strong commitment to confidentiality and adherence to legal and ethical professional standards
  • Demonstrated empathy and professionalism when supporting potential personal injury clients during initial intake conversations

Benefits

  • Access to a $200K+ perk marketplace with discounts on 150+ global services
  • Option to withdraw up to 50% of approved earnings before payday

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